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Manufacturing and processing: Invoicing software for glass processors

Invoicing software for glass processors: delivered panes, processing, remakes with their reason and transport racks come from order and delivery note onto one invoice that goes out with a payment link.

Invoicing software for glass processors. Approved work that becomes a reviewable invoice proposal. Example with demonstration data.

Where invoices stall for glass processors.

An invoice for glass looks like a copy of the quote, but in practice plenty changes along the way. A pane was remade after breaking, and the question is whether the customer pays for it. The customer had an extra hole drilled after the quote. Some panes were delivered, the rest follow later. And transport racks went out with the delivery, carrying a deposit or hire charge. If accounts at glass processors invoice from the quote, those differences are missed, or they have to dig out delivery notes and job cards. Racks that are never invoiced or chased slowly disappear from the books.

Invoicing software for glass processors

Example
  1. 1

    Gather panes, processing and racks

    Done

    After delivery, the accepted quote, the panes per delivery note, the processing actually carried out and the racks that went along already sit with the order in the software.

  2. 2

    Review differences with the quote

    In progress

    The software compares delivered panes and processing with the quote.

  3. 3

    Send the invoice with racks

    Next

    The invoice holds the delivered panes, any extra work and the racks under your arrangement, such as deposit or hire.

From finished work to paid invoice.

Gather panes, processing and racks

After delivery, the accepted quote, the panes per delivery note, the processing actually carried out and the racks that went along already sit with the order in the software. Remakes after breakage are listed with their reason, so you can see whether they are at the customer's expense.

Review differences with the quote

The software compares delivered panes and processing with the quote. Extra holes or cut-outs the customer approved become extra work. Remakes caused by a customer error, such as a wrong size on an approved measurement sheet, are shown separately. Breakage in your own production stays off the invoice.

Send the invoice with racks

The invoice holds the delivered panes, any extra work and the racks under your arrangement, such as deposit or hire. Accounts send it with a payment link, reminders go out automatically and the payment status sits with the order. For a partial delivery, only the delivered part is invoiced.

Invoicing from the same software.

Glass processors often still invoice from an order system or accounting package, with delivery notes from dispatch, job cards from production and racks on a separate list. Here order, delivery note, job card and racks sit in the same software, so nobody lays three lists side by side any more. Sales owns the price agreements, dispatch the delivery notes and racks, accounts the invoice. The bookkeeper can look along or receive an export.

Charge for remakes or not

If a pane breaks through an error in your own production, that is your cost. If it was remade because the customer approved a wrong size, charging it on is reasonable. That distinction has to be on the job card. Before sending, the software shows remakes with their reason, so sales decides case by case.

Invoice racks or only track them

A deposit on racks encourages returns but adds invoice lines and credit notes. Only recording them without charge is friendlier, but racks then stay away longer. A middle way is free use for an agreed period and hire after that. The software applies the arrangement that holds for each customer.

Invoice on delivery or after fitting

A glass processor that only supplies invoices on delivery. One that also installs sometimes waits until after installation. That gives the customer a chance to check first but delays payment. You set the moment per order, so accounts do not have to track themselves when an order is ready for invoicing.

What we set up for your invoicing.

For orders delivered in one go, the invoice is ready at the start, with extra work that has approval and remakes with their reason. Together we walk through an order delivered exactly to quote, and an order where one pane was remade because the customer had swapped two dimensions. Partial deliveries and invoicing racks under each customer's arrangement you switch on once the first invoices are right.

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How do we decide whether a remake is the customer's cost?

That depends on the reason on the job card and on the approved measurement sheet. If the pane matches the sheet the customer approved, a size error is at their expense. Breakage in your own production is yours. The software shows both before sending, and sales decides.

Can we charge rack hire per day or per week?

Yes, if that is your arrangement. The software knows when a rack was delivered and when it was reported back, and calculates the hire from that. Racks still at the customer are included on the next invoice or in a periodic settlement.

What if the customer says the delivery is incomplete?

Accounts compares the delivery note with the order. If a pane is missing, only the delivered part is invoiced and the rest stays open. If the delivery note was signed on receipt, it is the evidence in any discussion about what was handed over.

How does our bookkeeper receive the invoices?

The bookkeeper can look along at invoices, payment status and the VAT overview, or receive an export per period. At the start we agree together which revenue types you use for glass, processing, extra work and racks, so deposits and hire remain recognisable in the books.

Invoicing without chasing details.

Start with a short intake. Then we schedule a call to show the software with your services, team and way of working.

Ask a question No obligation · reply within one working day
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Your intakeInvoicing software for glass processors Being filled in Ready for the call
What you want

Invoicing software for glass processors: delivered panes, extra processing and transport racks on the invoice, with a payment link and reminders.

Parts
  • Gather panes, processing and racks
  • Review differences with the quote
  • Send the invoice with racks
What happens next
Intakenow, a few minutes
Call and demoafter our reply
Setuptogether with you
Liveonce everything is ready
Price Investment and licenceA one-off investment in your software and a fixed monthly licence for hosting, updates and support. You hear the amounts in the call.

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